Zapier

Want to connect PropFuel with another platform that we do not have an out-of-the-box connector for?  If you have a Zapier account, you can use our zap to tie your PropFuel data into advanced workflows with your other systems.

To install the PropFuel app in Zapier, use the link below to accept the invite and add to your Zappier account.

https://zapier.com/developer/public-invite/4984/25f15fe6b391a4d93b76498742d33cef/

Instead of building out workflows in PropFuel, you will use the zap builder in Zapier to build your workflow to send data in/out of PropFuel.  We make available both actions and triggers in Zapier that you can use in your workflows, and you also have access to all other Zapier integrations as well as logic controls like filtering and branching to get your data where it needs to go.

• Add to PropFuel Campaign - This can be used to add someone to a PropFuel campaign based on a trigger fired from another platform.  You will need to send in the name and email address of the person to add, as well as pick the campaign you want to add them to.

• Customer Response

• Employee Response

One of these two triggers will fire every time a question is answered in PropFuel.  Employee response will fire if the campaign is an internal facing employee engagement campaign, otherwise the customer response trigger will fire.  You can use these triggers in your zap to send the response data from PropFuel into other systems.

Let's walk through how to use Zapier to push PropFuel responses, so member responses or customer responses to questions into another platform, um, using Zapier.

So we're not going to use the PropFuel workflow tool here. Zapier has its own workflow tool builder. So, you know, with other things you can add these workflows here, based on a trigger and an action, like showing them text on a landing page, or even sending to other platforms in this case, we're going to use Zapier to do that.

You can use a combination of the two. So if you want to show text on a landing page, you can create a workflow for it here, but in terms of sending the data somewhere, we're going to use Zapier to do that and build a workflow on that side.

The way the Zapier connector works is we're going to send every response to every question into Zapier. So you don't have to specify here, yes, send this response to Zapier. It's going to go there no matter what. 

The first thing you want to do is, submit a sample response here. So I'm going to fill out this question. I'm going to say Zapier tester and submit that, it's a lot easier to build a zap if you have that test data available, you can see exactly what you're looking at. So once we've done that, let's head over to Zapier.

We're going to create a new, a new zap here. And the first thing we're going to do is the trigger that's going to be PropFuel. So the trigger for this is every time a customer answers the question. If you're running an employee engagement campaign, you can segment that out as well. In this case, we want to look at the customer responses. So we'll choose that, choose your PropFuel account that you've configured with the API key.

And then we're going to test our trigger and that is going to pull, the sample response that we just put in. So in this case, it's an open text question. So I only have the response field, if that was a rating question, like a one through five, one through 10 or an NPS, the number that they chose would be in the rating field, if it was a multiple choice or a yes, no then that will end up in the selection field. You also have data around here that's useful for filtering and for finding your contacts.

So you have the ids of your campaign, your question. We also down here have information on the customer who filled it out, their name and email, which you can use to look them up in your CRM or other system, um, when you get to that step, but we'll pick that response.

We'll continue and now are to an action. Now, remember that a trigger is going to fire any time anyone answers any question? You're probably only going to want to do something with certain responses. And especially in this case, we wanted to fill out their title in the CRM. We want to make sure we're only using that one question. So here, we're going to do a filter in Zapier, and this is a basic, you know, if then statements.

So only continue if, so we can use the data that came through from profiles. So we're going to say the question, um, the question display matches exactly right. Then we want to put the, question text in here and you want this to be the actual text. You don't want to use the fields coming through, um, from PropFuel. So this is only if the question matches, what is your job title?

We can also add, like if we want to make sure we're on the correct campaign, then we can use the campaign ID. So only if the, this question matches this and the campaign ID exactly matches,  you can find your campaign ID in the URL up here and we'll save that. So this is going to filter out. So it'll only continue if we're answering the question, what is your job title? And we're in that campaign. So we'll continue this checks against the test date air you're using. You're good. It would've continued.

So you can go on to add your action step. Now you can set up as many as apps as you want.

So, you know, the best practice here is for each question you want to feed somewhere, you'll have this, you'll have a different zap that will trigger with the customer response and PropFuel.

And then you'll add your filter to make sure you're on the correct question. And then we can add our action step.

Now, obviously this is gonna, this is going to depend on what you're using. In this case, let's just, send ourselves an email, because that'll be a simple one to work with. But this is where you'd put in your CRM or, um, you know, marketing automation platform, whatever you're trying to send the data to in this case, I'll just show you how to send, we'll use it to send an email, to show you how these tokens work.

So in this case, I want to send it to myself. And then you can use your, customer response here to fill in different fields.  So in this case, I want to make the subject, my question text. So I'll do my question display, um, my body, I want the response text.  So we'll say, that his response.

In the case of updating a CRM, you would say, you know, I want to update the title field in there in the CRM to be this text response that they sent in. The other fields that's very useful for the CRM type integrations is, your, customer data. So you'll need to find that customer in the CRM, there's usually like a find or create action for the CRMs. You'll find or create someone with the customer email that matches the email that came through here. So that's field that will be useful once you have all that set up, then you can test your action.

This will actually make the call. So you'll want your, if you're updating a CRM, it'll update, you know, it'll run whatever actions you set up here. In this case, it's just going to send me an email that all worked fine. Once you test it, you can turn on the zap.

And it's also useful to give it a name up here. So this is going to be named, send email with job title in your case, updates, CRM, or, or whatever you want, but that's the basics of it.

Again, you can set up as many zaps as you want, just remember the triggers, the customer response, and then you want to add your filter to make sure you're dealing with the question you want to deal with. Using, you know, the question text or the, the ideas or whatever you want to use.